Monthly Chinese Express Tracker | April Volume Growth Just 2-3% Vs 7% in March/Q126 | EComm Softer?
In April, China-listed express companies reported slower parcel volume growth of just 2-3% versus the 7% pace of growth from March and Q126. This...
133 Views
ZTO Express Q126: Volume, Revenue Accelerate, But Net Profit Lags as 'Key Accounts' Crush Margins
ZTO in Q126 reported faster volume and Revenue growth in Q126, but Net Income growth lagged, up just 5% Y/Y. We blame increased exposure to 'Key...
133 Views
J&T Global Express Q126 Parcel Volumes | Strong Growth, but Only Outside of China
J & T Global Express reported Q126 parcel volumes that showed strong growth in SE Asia and developing markets outside of East Asia, but modest...
240 Views
SF Intra (9699 HK) FY and H2 Results | Revenue Growth Slowed | Margins Got Thinner | AV Expansion?
The latest results from intra-city delivery specialist SF Intra show strong top-line growth, but thin margins. High labor costs are spurring the...
149 Views
More on CaiNiao from BABA Form 20-F: Over 9.3 Bn RMB Sales, Expect More Conflict With Express Firms
On Thursday, June 15th, Alibaba Group Holding Ltd (BABA US) released its Form 20-F covering the March 2017 fiscal year. This document provides many...
386 Views